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GET MORE CLIENTS AND DELIVER MASSIVE VALUE

with BackStage Pass 

Enroll Now and Receive Over $50,000 In Training, Resources, & Bonuses!

Join Today And Get These Irresistible Bonuses:

FREE Ticket to THE SUMMIT 2025!

The first 10 BackStage Pass Members to enroll will have the opportunity to attend THE SUMMIT 2025 in October.

MASTERMIND Invitation ($100K - $200K)

All new BackStage Pass Members will get a special invitation to apply for the Fall Mastermind.

Profitability Masterclass ($50K)

The Profitability Masterclass is designed to help financial advisors enhance their practice's profitability.

Prospect Process Masterclass ($50K)

This Masterclass will help you get more prospects and turn more prospects into clients.

Personal Invitation from Matt & Micah

Dear Advisor,

Let us ask you a question: do you know how to double your success over the next 12 months?

Are you sick and tired of self-proclaimed experts who do nothing but talk about how great they are? Quite honestly, that's what frustrated us so much. 

If these "Industry Experts" are so good, then why aren't they SHOWING you:
  • How they raised their fees?
  • What their Gross Revenue is?
  • How they close IDEAL prospects?
  • ​How many active clients they have?
  • How they handle client objections?
  • Their annual profitability year over year?
  • ​How many vacations they take each year?
They cannot show you because they are not doing it. It is time for "Industry Experts" to put up or shut up.

Imagine a different path: instead of following the uncertain advice of so-called experts, what if you could be guided by a team of real-world financial advisors who are already living the dream practice you aspire to? This is what BackStage Membership offers you.

Our Goal Is To Help You 2x Your Effectiveness!
Stop "playing office" and start transforming your practice. We'll show you how to ensure that every task you undertake is intentional and focused. Learn how to calculate your hourly rate and question which tasks are worth your rate.

Our Goal Is To Help You 2x Your Prospecting!
Increase your revenue and onboard clients who are a perfect fit for your practice. Learn how to graduate (or even fire) clients who aren't a good fit, making room for those you truly want to help. With our guidance, you will master the art of attracting and retaining ideal prospects.

Our Goal Is To Help You 2x Your Value to Clients!
Deliver quarterly Value Adds that reinforce and solidify your client relationships. Become immune to "fee compression" by providing such exceptional value that clients know you are worth your premium fee. We'll show you how to exceed client expectations consistently.

Our Goal Is To Help You 2x Your Profitability!
Finally, understand your profitability by calculating your Earnings Before Owner Compensation (EBOC) with our support. We'll guide you on what you need to do to double your profitability.

That's why we want personally invite you to become BackStage Pass Member. 

The BackStage Membership isn't about theory; it's about real, actionable strategies that are proven to work, that we are still using in our practices.

Stop wasting time on empty promises and start doubling your success with a team of seasoned financial advisors who walk the talk. 

Join us today and transform your practice.

Matthew Jarvis, CFP® & Micah Shilanski, CFP®

With BackStage Pass

We Are Giving You The Tools

BackStage Pass Membership is best suited for Advisors who are really good at taking an example of what works and duplicating it for use in their own practice.

This is our self-guided membership where you will have access to all of the tools and resources you need to Deliver Massive Value to your clients, increase your profitability, and spend more time outside of the office. 

Step-by-Step Proven Growth Process (Priceless)

Quantifiably deliver more value to your clients. Increase your profitability with a proven method.

Comprehensive Onboarding Process ($12,000)

Know where your clients are at any time. Enjoy peace of mind knowing you're always in the loop.

Guided Discoveries ($12,000)

Facilitate better conversations with clients. Ensure clients hear and follow your recommendations.

Quarterly Value Template Add-Ons ($12,000)

Receive a new value template each quarter. Show your clients the value you are providing consistently.

Swipe and Deploy Documents ($10,000)

Save time with ready-to-use documents. Eliminate the need to recreate resources from scratch.

Client Newsletter Service ($4,000)

Receive a swipe and deploy newsletter to send to your clients. This is the same newsletter that is being used in our businesses. Retain clients, increase referrals, and stay connected with your Centers of Influence (COIs).

​Members Forum ($2,500)

Get help with business, client, and technical questions. Join a supportive community dedicated to your success. Network and strategize with advisors like you who are committed to success.

Access to Live Events ($1,000)

Participate in exclusive live events. Stay updated and connected with the latest trends and insights.

But Wait, That's Not All...

PLUS: You Also Get These Irresistible Bonuses:

FREE Ticket to THE SUMMIT 2025!

The first 10 BackStage Pass Members to enroll will have the opportunity to attend THE SUMMIT 2025 in October.

MASTERMIND Invitation ($100K - $200K)

All new BackStage Pass Members will get a special invitation to apply for the Fall Mastermind.

Profitability Masterclass ($50K)

The Profitability Masterclass is designed to help financial advisors enhance their practice's profitability.

Prospect Process Masterclass ($50K)

This Masterclass will help you get more prospects and turn more prospects into clients.


Don’t Just Take Our Word For It…
See What Other Advisors Have Said About Their Experience!
Do these member stories help you understand the way we can help you grow YOUR practice?

Click the button below and join BackStage Pass.
Who Are We
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Micah Shilanski, CFP®, is a leading financial planner known for turning the 'impossible' into reality. As a sought-after speaker in lifestyle design for financial planners, he spends over 6 months away from the office annually while consistently growing his practice by at least 20%. Micah's success stems from his relentless focus on client value, optimizing operations, and leveraging technology. He specializes in federal retirement benefits, showcased through his platform Plan-Your-Federal-Retirement.com and e-book "The Best Kept Secret in CSRS". 
 Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matthew Jarvis, CFP®, is a top financial advisor, author, and industry leader known for helping advisors Deliver Massive Value™. As co-founder of The Perfect RIA and co-host of its chart-topping podcast, Matthew shares practical strategies that challenge outdated industry norms. He is recognized for his bold approach to increasing profitability by systematizing operations, raising fees, and creating real value for clients. At Jarvis Financial, he manages $175M for 150 households - generating $2M annually - while enjoying over 250 free days each year.

By investing in the BackStage Pass Membership for just $497 per month, you gain access to Matthew's and Micah's almost $2M investment in professional development, distilled down to the things you need to do to grow your practice.

Who would want more? Act Now!

Frequently Asked Questions
Does the BackStage Pass include our prospect processes?
Sure thing! Our BackStage Pass Membership includes access to all seven tools you need to develop your prospect process.
You’ll also have access to hundreds of scripts, documents, and how-to videos that will walk you through all the nuances of prospecting, from getting real people through your doors to setting expectations with prospects and sealing the deal.
Will you show me how to raise my fees? 
Yes! We’ll give you the templates, scripts, and documents that we used to raise fees successfully in our practices.
Plus, you’ll have access to previously recorded Power Sessions on handling the subtleties of client communications around fee increases.
What if I need more help?
We support our BackStage Pass Members through quarterly email spot coaching from the TPR team and our exclusive Members Only forum. Our Members Only forum is available around the clock for you to strategize and collaborate with like-minded advisors.
How long will it take?  
While you will be presented with all the tools and resources necessary to double your success, the BackStage Pass Membership is self-guided, so the speed at which you see results depends entirely on you. For maximum results, the BackStage Pass Membership requires a minimum 12-month commitment.
How is this Membership different from others out there? 
Unlike other creators of popular programs, we are actual, in-the-trenches advisors who developed every resource in the BackStage Pass Membership library. We use the same systems daily in our practices with massive success.
The BackStage Pass Membership was developed by advisors for advisors. We’ve fought hard to grow our practices and experienced our fair share of failures along our path to success.
We’ll teach you how to side-step potential pitfalls and avoid obstacles that frequently trip up advisors so you can reach your goals faster.
Who should enroll?  
We want advisors who are serious about overhauling their practice and willing to work to clear out their head trash and implement the methods we teach. Overhauling your practice is tough stuff. We don’t welcome wimps here.
However, there is limited time to join - enrollment closes on April 11th at midnight PST. Don’t procrastinate on your success! 
Who should not enroll?  
If you want to bring on one extra client this year or aren’t ready to commit to change, then our BackStage Pass Membership is not for you.
However, if you’re eager to completely transform your practice, bring on twice as many clients, and earn twice as much revenue while taking twice as much time off, please join us! 
If you have a different question that we haven’t answered yet, email us at lifestyle@theperfectria.com.
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